Zachary Cole
Arrowstone Wealth · Malaga, Washington
Zachary Cole is a fee-only financial advisor at Arrowstone Wealth in Malaga, Washington, who holds the CFP credential. Zachary charges a percentage of assets and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Multi-generational families
Facts
| Firm | Arrowstone Wealth |
|---|---|
| Based in | Malaga, Washington |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $53.1M across 104 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 7476071 |
| Exams passed | Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.arrowstonewealth.com |
| Profile |
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Questions about Zachary
Is Zachary Cole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Arrowstone Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary charges a percentage of assets.
Where is Zachary Cole based?
Zachary Cole is based in Malaga, Washington.
What does Zachary specialize in?
Zachary's specialties include retirement planning, estate & legacy planning and family wealth transfer. Zachary works with high earners, pre-retirees and multi-generational families.
What credentials does Zachary Cole hold?
Zachary Cole holds the CFP credential.
Is Zachary Cole registered with the SEC?
Yes. Zachary Cole is registered as an investment adviser representative in TX and WA (CRD 7476071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arrowstone Wealth manage?
Arrowstone Wealth reports $53.1M across 104 accounts in assets under management.
How do I contact Zachary Cole?
Through Zachary's website, www.arrowstonewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Arrowstone Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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